Laurel Oak Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Laurel Oak Wealth Management's XLU Position: Q2 2026 in Review
Laurel Oak Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 24% in Q2 2026, selling an estimated $111K and leaving 7,750 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #260.
Laurel Oak Wealth Management first reported a position in XLU in Q4 2025 and has held it in 3 quarters since. The position peaked at $529K in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Laurel Oak Wealth Management held 7,750 shares of State Street Utilities Select Sector SPDR ETF worth $351K as of Q2 2026.
- Laurel Oak Wealth Management sold 2,451 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $111K.
- State Street Utilities Select Sector SPDR ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #260 holding.
- Laurel Oak Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2025 and has held it in 3 quarters since.
- Laurel Oak Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $529K in Q4 2025.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.